Monument Capital Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.6M | Buy |
31,231
+702
| +2% | +$284K | 2.34% | 2 |
|
|
2026
Q1 | $11.3M | Sell |
30,529
-476
| -2% | -$199K | 2.83% | 1 |
|
|
2025
Q4 | $15M | Buy |
31,005
+110
| +0.4% | +$55.1K | 3.73% | 1 |
|
|
2025
Q3 | $16M | Sell |
30,895
-226
| -0.7% | -$115K | 4% | 1 |
|
|
2025
Q2 | $15.5M | Buy |
31,121
+189
| +0.6% | +$82.1K | 4.03% | 1 |
|
|
2025
Q1 | $11.6M | Sell |
30,932
-489
| -2% | -$199K | 3.57% | 1 |
|
|
2024
Q4 | $13.2M | Buy |
31,421
+1,488
| +5% | +$634K | 3.65% | 4 |
|
|
2024
Q3 | $12.9M | Sell |
29,933
-577
| -2% | -$247K | 3.56% | 4 |
|
|
2024
Q2 | $13.6M | Sell |
30,510
-334
| -1% | -$141K | 4.01% | 4 |
|
|
2024
Q1 | $13M | Sell |
30,844
-420
| -1% | -$170K | 3.74% | 3 |
|
|
2023
Q4 | $11.8M | Buy |
31,264
+806
| +3% | +$287K | 3.78% | 3 |
|
|
2023
Q3 | $9.62M | Buy |
30,458
+351
| +1% | +$116K | 3.23% | 6 |
|
|
2023
Q2 | $10.3M | Buy |
30,107
+858
| +3% | +$269K | 3.27% | 5 |
|
|
2023
Q1 | $8.43M | Buy |
29,249
+3,006
| +11% | +$767K | 2.82% | 6 |
|
|
2022
Q4 | $6.29M | Buy |
26,243
+498
| +2% | +$120K | 2.15% | 8 |
|
|
2022
Q3 | $6M | Buy |
25,745
+17
| +0.1% | +$4.49K | 2.25% | 9 |
|
|
2022
Q2 | $6.61M | Buy |
25,728
+845
| +3% | +$229K | 2.49% | 5 |
|
|
2022
Q1 | $7.67M | Buy |
24,883
+1,259
| +5% | +$379K | 2.49% | 8 |
|
|
2021
Q4 | $7.95M | Sell |
23,624
-12
| -0.1% | -$3.89K | 2.47% | 8 |
|
|
2021
Q3 | $6.66M | Buy |
23,636
+48
| +0.2% | +$14K | 2.27% | 6 |
|
|
2021
Q2 | $6.39M | Buy |
23,588
+19
| +0.1% | +$4.83K | 2.21% | 6 |
|
|
2021
Q1 | $5.56M | Buy |
23,569
+754
| +3% | +$175K | 2.23% | 7 |
|
|
2020
Q4 | $5.08M | Buy |
22,815
+24
| +0.1% | +$5.16K | 2.35% | 4 |
|
|
2020
Q3 | $4.79M | Buy |
22,791
+1,187
| +5% | +$249K | 2.53% | 5 |
|
|
2020
Q2 | $4.4M | Buy |
21,604
+1,388
| +7% | +$252K | 2.59% | 4 |
|
|
2020
Q1 | $3.19M | Buy |
20,216
+226
| +1% | +$37.2K | 2.29% | 5 |
|
|
2019
Q4 | $3.15M | Sell |
19,990
-403
| -2% | -$59.2K | 1.61% | 9 |
|
|
2019
Q3 | $2.83M | Buy |
20,393
+2,489
| +14% | +$342K | 1.54% | 15 |
|
|
2019
Q2 | $2.43M | Buy |
17,904
+60
| +0.3% | +$7.62K | 1.31% | 29 |
|
|
2019
Q1 | $2.1M | Sell |
17,844
-40
| -0.2% | -$4.36K | 1.2% | 39 |
|
|
2018
Q4 | $1.82M | Hold |
17,884
| – | – | 1.13% | 45 |
|
|
2018
Q3 | $2.04M | Buy |
17,884
+17,800
| +21,190% | +$1.93M | 1.15% | 48 |
|
|
2018
Q2 | $8K | Hold |
84
| – | – | 0.01% | 127 |
|
|
2018
Q1 | $7K | Hold |
84
| – | – | ﹤0.01% | 122 |
|
|
2017
Q4 | $7K | Buy |
+84
| New | +$6.89K | ﹤0.01% | 111 |
|
Other funds holding MSFT
Monument Capital Management's MSFT Position: Q2 2026 in Review
Monument Capital Management increased its Microsoft (MSFT) stake by 2.3% in Q2 2026, buying an estimated $284K and bringing the position to 31,231 shares worth $11.6M. The position accounts for 2.34% of the portfolio, ranked #2.
Monument Capital Management first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $16M in Q3 2025. 3,012 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Monument Capital Management held 31,231 shares of Microsoft worth $11.6M as of Q2 2026.
- Monument Capital Management bought 702 Microsoft shares in Q2 2026, an estimated $284K.
- Microsoft made up 2.34% of Monument Capital Management's portfolio in Q2 2026, its #2 holding.
- Monument Capital Management first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Monument Capital Management's Microsoft position peaked at $16M in Q3 2025.
- 3,012 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.